Orgel Wealth Management, LLC Spdr Gold Trust Transaction History

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,264 shares of GLD stock, worth $991,635. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,264

Previous 3,264 -0.0%

Holding current value

$991,635

Previous $790,000 18.99%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$215.56 - $246.98 $50,872 - $58,287	-236 Reduced 6.74%	3,264 $793,000
Q2 2024 Jul 22, 2024	BUY	$207.82 - $224.56 $49,045 - $52,996	236 Added 7.23%	3,500 $752,000
Q4 2020 Feb 08, 2021	SELL	$166.67 - $183.19 $93,335 - $102,586	-560 Reduced 14.64%	3,264 $582,000
Q2 2019 Jul 12, 2019	SELL	$119.94 - $134.2 $4,077 - $4,562	-34 Reduced 0.88%	3,824 $509,000
Q1 2019 Apr 29, 2019	SELL	$121.02 - $126.7 $7,987 - $8,362	-66 Reduced 1.68%	3,858 $471,000
Q3 2018 Oct 11, 2018	SELL	$111.1 - $119.15 $858,469 - $920,672	-7,727 Reduced 66.32%	3,924 $442,000
Q2 2018 Jul 16, 2018	SELL	$118.22 - $128.11 $13,358 - $14,476	-113 Reduced 0.96%	11,651 $1.38 Million
Q1 2018 Apr 25, 2018	BUY	$124.31 - $128.83 $30,828 - $31,949	248 Added 2.15%	11,764 $1.48 Million
Q4 2017 Feb 09, 2018	BUY	$118.01 - $123.82 $737,798 - $774,122	6,252 Added 118.77%	11,516 $1.42 Million
Q3 2017 Nov 13, 2017	BUY	$119.51 - $128.13 $4,063 - $4,356	34 Added 0.65%	5,264 $640,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,230	5,230 $617,000

Others Institutions Holding GLD

# of Institutions

2,943

Shares Held

135M

Call Options Held

107M

Put Options Held

78.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $105B

More about GLD

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Orgel Wealth Management, LLC Spdr Gold Trust Transaction History